AFA

American Financial Advisors Portfolio holdings

AUM $716M
1-Year Est. Return 11.74%
This Quarter Est. Return
1 Year Est. Return
+11.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$490M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$23.1M
3
+$19M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$17.2M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.3M

Top Sells

1
+$30.6M
2
+$29.3M
3
+$23.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$18.3M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$16.7M

Sector Composition

1 Financials 6.44%
2 Real Estate 4.23%
3 Healthcare 0.72%
4 Consumer Discretionary 0.71%
5 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$851K 0.17%
7,218
+207
52
$840K 0.17%
14,185
-221,747
53
$670K 0.14%
8,936
+4
54
$659K 0.13%
7,064
-255,837
55
$658K 0.13%
15,288
-11,024
56
$628K 0.13%
8,516
+1,382
57
$582K 0.12%
12,424
-700
58
$520K 0.11%
4,681
+505
59
$518K 0.11%
9,649
+489
60
$497K 0.1%
12,443
-1,414
61
$451K 0.09%
+8,362
62
$449K 0.09%
4,578
-1,808
63
$442K 0.09%
11,713
+39
64
$437K 0.09%
+8,453
65
$436K 0.09%
14,209
-417,233
66
$432K 0.09%
5,354
+1,465
67
$417K 0.09%
13,722
-7,400
68
$412K 0.08%
10,848
-158,369
69
$397K 0.08%
2,386
-100
70
$390K 0.08%
2,795
+340
71
$383K 0.08%
7,427
+40
72
$382K 0.08%
6,472
-36
73
$381K 0.08%
6,567
+2,045
74
$373K 0.08%
6,599
75
$362K 0.07%
20,289
+93
1 2
3
4 5